Woodard & Company Asset Management Group’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Woodard & Company Asset Management Group’s Portfolio VGUS Stock Details VGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,500	Closed	-$265K	–	183
2025 Q3	$265K	Hold	3,500	–	–	0.04%	92
2025 Q2	$264K	Hold	3,500	–	–	0.05%	88
2025 Q1	$264K	Buy	+3,500	New	+$263K	0.06%	91

Other funds holding VGUS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

CMP

Coston McIsaac & Partners Bar Harbor, Maine $443M AUM 6.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Woodard & Company Asset Management Group's VGUS Position: Q4 2025 in Review

Woodard & Company Asset Management Group sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q4 2025, closing a stake of 3,500 shares — an estimated $265K sold.

Woodard & Company Asset Management Group first reported a position in VGUS in Q1 2025 and held it in 3 quarters. The position peaked at $265K in Q3 2025. 73 funds tracked by Wall St. Rank hold VGUS as of Q4 2025.

Woodard & Company Asset Management Group reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q4 2025 after selling out during the quarter.
Woodard & Company Asset Management Group sold 3,500 Vanguard Ultra-Short Treasury ETF shares in Q4 2025, an estimated $265K.
Woodard & Company Asset Management Group first reported a position in Vanguard Ultra-Short Treasury ETF in Q1 2025 and held it in 3 quarters.
Woodard & Company Asset Management Group's Vanguard Ultra-Short Treasury ETF position peaked at $265K in Q3 2025.
73 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q4 2025.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2025, filed 2 Feb 2026.